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Capital Group Divid Value Etf Shs Creation Unit shares owned by Onyx Bridge Wealth Group

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Onyx Bridge Wealth Group from 13F filings

Historical chart of Onyx Bridge Wealth Group investment in Capital Group Divid Value Etf Shs Creation Unit

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Divid Value Etf Shs Creation Unit held by Onyx Bridge Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Onyx Bridge Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $19M 450k 42.05
2025-06-30 $14M 352k 39.51
2025-03-31 $4.5M 126k 35.66
2024-12-31 $2.0M 58k 35.26

More positions owned by Onyx Bridge Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Vanguard Index Fds Growth Etf (VUG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Financial (XLF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Short Treas Bd (SHV)
Capital Group Dividend Growe Shs Etf (CGDG)
Select Sector Spdr Tr Communication (XLC)

View all positions for Onyx Bridge Wealth Group

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

LPL Financial
Capital Research and Management Company - Division 3
Raymond James Financial
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Morgan Stanley
Cetera Investment Advisers
Wells Fargo & Company
Commonwealth Equity Services
Advance Capital Management
Capital Group Private Client Services
UBS Group
Advisor Group Holdings
Jones Financial Companies, L.L
Cambridge Investment Research Advisors

View all funds holding Capital Group Divid Value Etf Shs Creation Unit